See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,665 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,731 | $82,978-42.5% | $129,995-63.3% | $71,457-33.2% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 15.97% | 20.60%-4.6pp | -137.18%+153.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,872 | $2,622+9.6% | $4,320-33.5% | $2,588+11.0% |
| Participant deferral / active EE | $5,270 | $4,432+18.9% | $5,820-9.4% | $4,289+22.9% |
| Admin fee / account holder | $205 | $1,729-88.1% | $10,614-98.1% | $1,587-87.1% |